Sumitomo Mitsui Trust Group Portfolio holdings
Sumitomo Mitsui Trust Group, Inc., originally founded in 1924 as Sumitomo Trust Co., Ltd., and headquartered in Tokyo, Japan, is a major Japanese financial holding company that evolved through the 2011 merger of Chuo Mitsui Trust Holdings and Sumitomo Trust and Banking Co., Ltd., forming its core entity, Sumitomo Mitsui Trust Bank. Renamed from Sumitomo Mitsui Trust Holdings in October 2024, it is Japan’s largest trust bank and fifth-largest bank by assets, managing hundreds of billions through services like trust banking, asset management, real estate, and financial brokerage for retail and institutional clients. Distinct from the Sumitomo Mitsui Financial Group despite shared historical roots in the Sumitomo and Mitsui conglomerates, the group emphasizes sustainability and long-term client solutions, operating globally with subsidiaries in cities like New York, London, and Hong Kong. Under leaders like Chairman Kazuo Ohmori, it blends a century-long legacy with modern financial innovation, focusing on pension funds, real estate trusts, and ESG-driven investments.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Tesla
TSLA
|
+$152M |
| 2 |
Coca-Cola Europacific Partners
CCEP
|
+$114M |
| 3 |
Genpact
G
|
+$114M |
| 4 |
SPDR Gold MiniShares Trust
GLDM
|
+$90.7M |
| 5 |
Broadcom
AVGO
|
+$88.3M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
XYZ
Block Inc
XYZ
|
+$249M |
| 2 |
Robinhood
HOOD
|
+$231M |
| 3 |
Palantir
PLTR
|
+$151M |
| 4 |
Coca-Cola
KO
|
+$121M |
| 5 |
SoFi Technologies
SOFI
|
+$73.6M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 30.01% |
| 2 | Financials | 13.18% |
| 3 | Healthcare | 11.38% |
| 4 | Consumer Discretionary | 10.28% |
| 5 | Communication Services | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
651
Fortune Brands Innovations
FBIN
$6.14B
| $16.6M | 0.01% |
271,928
+20,206
| +8% | +$1.36M |
|
|
WBA
652
DELISTED
Walgreens Boots Alliance
WBA
| $16.4M | 0.01% |
1,472,220
-141,383
| -9% | -$1.53M |
|
653
Franklin Resources
BEN
$17.3B
| $16.4M | 0.01% |
851,654
+7,732
| +0.9% | +$155K |
|
|
CURB
654
Curbline Properties
CURB
$3.6B
| $16.3M | 0.01% |
675,119
-113,837
| -14% | -$2.74M |
|
655
Albertsons Companies
ACI
$5.57B
| $15.6M | 0.01% |
708,743
-5,533
| -0.8% | -$114K |
|
656
Wynn Resorts
WYNN
$10.3B
| $15.5M | 0.01% |
186,206
+4,560
| +3% | +$389K |
|
657
Joby Aviation
JOBY
$7.25B
| $15.4M | 0.01% |
2,561,976
-43,983
| -2% | -$329K |
|
658
Corebridge Financial
CRBG
$14.3B
| $15.4M | 0.01% |
486,355
-17,906
| -4% | -$580K |
|
659
Blue Owl Capital
OBDC
$5.42B
| $15M | 0.01% |
1,026,055
+474,100
| +86% | +$7.12M |
|
660
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.8B
| $15M | 0.01% |
294,050
-83,490
| -22% | -$4.24M |
|
661
WIX.com
WIX
$2.36B
| $14.6M | 0.01% |
89,566
-15,787
| -15% | -$3.28M |
|
662
Blackstone Secured Lending
BXSL
$5.35B
| $14.6M | 0.01% |
452,042
+64,541
| +17% | +$2.13M |
|
663
Highwoods Properties
HIW
$3.73B
| $14.2M | 0.01% |
480,194
+222
| +0% | +$6.48K |
|
664
Golub Capital BDC
GBDC
$3.36B
| $14M | 0.01% |
922,333
+211,979
| +30% | +$3.25M |
|
665
Baidu
BIDU
$35.8B
| $14M | 0.01% |
+151,733
| New | +$13.6M |
|
666
Main Street Capital
MAIN
$5B
| $13.7M | 0.01% |
242,857
+22,340
| +10% | +$1.33M |
|
667
Vanguard Real Estate ETF
VNQ
$39.8B
| $13.7M | 0.01% |
151,070
-4,688
| -3% | -$425K |
|
668
United Airlines
UAL
$39.1B
| $13.6M | 0.01% |
196,270
+158,610
| +421% | +$15M |
|
669
FS KKR Capital
FSK
$3.04B
| $13.2M | 0.01% |
632,033
+78,784
| +14% | +$1.76M |
|
|
AVDX
670
DELISTED
AvidXchange
AVDX
| $13.2M | 0.01% |
1,554,952
-35,134
| -2% | -$325K |
|
|
NXDR
671
Nextdoor Holdings
NXDR
$870M
| $13M | 0.01% |
8,500,546
-407,294
| -5% | -$910K |
|
672
TechnipFMC
FTI
$29.9B
| $13M | 0.01% |
410,038
-3,716
| -0.9% | -$111K |
|
673
Vipshop
VIPS
$7.08B
| $12.9M | 0.01% |
825,551
-1,092
| -0.1% | -$16.5K |
|
674
TAL Education Group
TAL
$5.86B
| $12.8M | 0.01% |
967,326
-2,149
| -0.2% | -$26.8K |
|
675
MGM Resorts International
MGM
$11.8B
| $12.8M | 0.01% |
431,107
-4,655
| -1% | -$156K |
|
Similar funds
Sumitomo Mitsui Trust Group's Q1 2025 Portfolio in Review
As of Q1 2025, Sumitomo Mitsui Trust Group held 1,075 positions worth $141B, down 4.5% from $148B the previous quarter. Its ten largest holdings account for 28% of the portfolio.
Sumitomo Mitsui Trust Group's Q1 2025 filing shows 34 new, 471 increased, 467 reduced and 44 closed positions. Its largest new stake was Genpact: 2,298,673 shares worth $116M. The largest sale was Block Inc, an estimated $249M.
By sector, the portfolio is most concentrated in Technology at 30% of assets, down from 33% a quarter earlier, followed by Financials and Healthcare.
- Sumitomo Mitsui Trust Group's largest Q1 2025 buy was Genpact: 2,298,673 shares worth $116M.
- Sumitomo Mitsui Trust Group added most to Tesla in Q1 2025, an estimated $152M increase.
- Sumitomo Mitsui Trust Group's biggest Q1 2025 reduction was Block Inc, cutting an estimated $249M.
- Sumitomo Mitsui Trust Group fully exited Ferrari in Q1 2025, selling an estimated $60.1M.
- Sumitomo Mitsui Trust Group's ten largest holdings make up 28% of its $141B portfolio in Q1 2025.
- Sumitomo Mitsui Trust Group opened 34 new positions and closed 44 in Q1 2025.
- Sumitomo Mitsui Trust Group's portfolio value fell 4.5% quarter-over-quarter to $141B.
Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2025, filed 25 Apr 2025.